Private Wealth Relationship Manager & Growth Partner

National Black MBA Association; San Antonio (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Merrill Wealth Management is seeking a Relationship Manager to support Financial Advisors and deepen client relationships. The role involves assisting in meetings, discussing investment strategy and market developments, and coordinating with product specialists to drive growth.

A SAFE Act background and relevant registrations are required. Responsibilities include supporting the team’s client service model, handling relationship management tasks, and potential involvement with residential

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• Maintain at least one firm approved designation; strong communication and collaboration skills

Responsibilities

• Support Financial Advisor team to expand and deepen client relationships.
• Attend client meetings, discuss investment strategy and market developments.
• Coordinate with portfolio managers and product specialists to support sales and service.
• Develop and monitor the team’s client service model; assist with relationship management activities.

Skills

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a Relationship Manager to support Financial Advisors and deepen client relationships. The role involves assisting in meetings, discussing investment strategy and market developments, and coordinating with product specialists to drive growth.

A SAFE Act background and relevant registrations are required. Responsibilities include supporting the team’s client service model, handling relationship management tasks, and potential involvement with residential